See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,547 | $99,079+48.9% | $77,999+89.2% | $273,961-46.1% |
| Participation rate | 20.0% | 78.6%-58.6pp | 75.5%-55.5pp | 83.0%-63.0pp |
| Annual return | 7.23% | 217.93%-210.7pp | 425.96%-418.7pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,117 | $3,308-66.2% | $2,470-54.8% | $4,869-77.1% |
| Participant deferral / active EE | $3,600 | $4,306-16.4% | $3,497+3.0% | $5,287-31.9% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |